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BRIGHTLIGHT CAPITAL MANAGEMENT LP

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13F filer, CIK 1802838, WESTPORT, CT

BRIGHTLIGHT CAPITAL MANAGEMENT LP reported $101,373,086 across 8 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001802838-26-000004

Period
2026-03-31
Reported value
$101M
Holdings
8
Top 10 weight
100%
New
1
Sold out
2

Largest buys vs the previous quarter

SecurityShares changeApprox. value
HNInew+262,900$8.78M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
HGVreduced-257,420-$10.1M
SFDexited-450,800-$10.1M
MLCOexited-1,070,400-$8.1M
KSPIreduced-60,765-$4.5M
CVNAreduced-3,537-$1.11M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0001802838-26-000004, largest first. % of portfolio is the value over $101,373,086, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
CVNACARVANA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 273,400 shares; 2024Q3: 273,400 shares; 2024Q4: 186,400 shares; 2025Q1: 227,300 shares; 2025Q2: 158,000 shares; 2025Q3: 113,200 shares; 2025Q4: 92,800 shares; 2026Q1: 89,263 shares 89,263$28.1M27.68%-3,537Timeline
ARCOARCOS DORADOS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,897,600 shares; 2025Q3: 2,234,000 shares; 2025Q4: 3,466,800 shares; 2026Q1: 3,334,760 shares 3,334,760$27.5M27.14%-132,040Timeline
KSPIKASPI KZ JSCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 263,642 shares; 2024Q3: 320,900 shares; 2024Q4: 320,900 shares; 2025Q1: 320,900 shares; 2025Q2: 432,000 shares; 2025Q3: 432,000 shares; 2025Q4: 432,000 shares; 2026Q1: 371,235 shares 371,235$27.5M27.12%-60,765Timeline
HNIHNI CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 262,900 shares 262,900$8.78M8.66%newTimeline
AAMIACADIAN ASSET MANAGEMENT INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 200,000 shares; 2025Q3: 150,100 shares; 2025Q4: 107,900 shares; 2026Q1: 100,200 shares 100,200$5.45M5.38%-7,700Timeline
PALPROFICIENT AUTO LOGISTICS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: not reported; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 290,077 shares; 2025Q4: 358,700 shares; 2026Q1: 288,700 shares 288,700$1.96M1.93%-70,000Timeline
HGVHILTON GRAND VACATIONS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 382,700 shares; 2024Q3: 382,700 shares; 2024Q4: 382,700 shares; 2025Q1: 382,700 shares; 2025Q2: 382,700 shares; 2025Q3: 382,700 shares; 2025Q4: 303,200 shares; 2026Q1: 45,780 shares 45,780$1.79M1.77%-257,420Timeline
SNBRSLEEP NUMBER CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: 874,651 shares; 2024Q3: 874,651 shares; 2024Q4: 982,488 shares; 2025Q1: 1,111,700 shares; 2025Q2: 1,111,700 shares; 2025Q3: 1,111,700 shares; 2025Q4: 239,500 shares; 2026Q1: 179,400 shares 179,400$322K0.32%-60,100Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
SFDSMITHFIELD FOODS INC450,800$10.1Mshares
MLCOMELCO RESORTS AND ENTMNT LTD1,070,400$8.1Mshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001802838-26-000004 base2026-05-15acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0001802838-26-000004 Quarter ended 2026-03-312026-05-15acceptance time not in the bulk data set
13F-HR 0001802838-26-000002 Quarter ended 2025-12-312026-02-17acceptance time not in the bulk data set
13F-HR 0001802838-25-000007 Quarter ended 2025-09-302025-11-14acceptance time not in the bulk data set
13F-HR 0001802838-25-000004 Quarter ended 2025-06-302025-08-14acceptance time not in the bulk data set
13F-HR 0001802838-25-000003 Quarter ended 2025-03-312025-05-15acceptance time not in the bulk data set
13F-HR 0001802838-25-000002 Quarter ended 2024-12-312025-02-14acceptance time not in the bulk data set
13F-HR 0001725547-24-006411 Quarter ended 2024-09-302024-11-14acceptance time not in the bulk data set
13F-HR 0001725547-24-003929 Quarter ended 2024-06-302024-08-14acceptance time not in the bulk data set
13F-HR 0001725547-24-002158 Quarter ended 2024-03-312024-05-15acceptance time not in the bulk data set
13F-HR 0001725547-24-000523 Quarter ended 2023-12-312024-02-14acceptance time not in the bulk data set
13F-HR 0001725547-23-002016 Quarter ended 2023-09-302023-11-14acceptance time not in the bulk data set
13F-HR 0001725547-23-000240 Quarter ended 2023-06-302023-08-14acceptance time not in the bulk data set
13F-HR 0001725547-23-000138 Quarter ended 2023-03-312023-05-15acceptance time not in the bulk data set
13F-HR 0001725547-23-000067 Quarter ended 2022-12-312023-02-14acceptance time not in the bulk data set
13F-HR 0001725547-22-000196 Quarter ended 2022-09-302022-11-09acceptance time not in the bulk data set
13F-HR 0001725547-22-000144 Quarter ended 2022-06-302022-08-10acceptance time not in the bulk data set
13F-HR/A 0001725547-22-000105 Quarter ended 2022-03-312022-06-21acceptance time not in the bulk data set
13F-HR 0001725547-22-000091 Quarter ended 2022-03-312022-05-10acceptance time not in the bulk data set
13F-HR 0001725547-22-000041 Quarter ended 2021-12-312022-02-08acceptance time not in the bulk data set
13F-HR 0001802838-21-000007 Quarter ended 2021-09-302021-11-12acceptance time not in the bulk data set
13F-HR 0001802838-21-000006 Quarter ended 2021-06-302021-08-13acceptance time not in the bulk data set
13F-HR 0001802838-21-000003 Quarter ended 2021-03-312021-05-14acceptance time not in the bulk data set
13F-HR 0001802838-21-000002 Quarter ended 2020-12-312021-02-16acceptance time not in the bulk data set
13F-HR 0001802838-20-000004 Quarter ended 2020-09-302020-11-16acceptance time not in the bulk data set
13F-HR 0001802838-20-000003 Quarter ended 2020-06-302020-08-14acceptance time not in the bulk data set
13F-HR 0001802838-20-000002 Quarter ended 2020-03-312020-05-15acceptance time not in the bulk data set
13F-HR 0001802838-20-000001 Quarter ended 2019-12-312020-02-13acceptance time not in the bulk data set